India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

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Equity Bottom-Up

ICICI Prudential Asset Management Company / Equity Bottom-Up

ICICI Prudential Asset Management Company (ICICIAMC IN)

ICICI Prudential Asset Management Company

<ul>
<li>
<a href="https://www.smartkarma.com/entities/icici-prudential-amc" target="_blank" data-smartkarma-citation="entities:45499:1" rel="noopener">ICICI Prudential AMC (570643Z IN)</a> is the largest AMC in India by active mutual fund QAAUM with 13.3% market share.</li>
<li>Company is growing at more than 30% CAGR in last 3 years and having focus on B30 Cities and emerging markets to drive growth.</li>
<li>Since company is cash rich with no borrowings, they are coming up with 100% OFS.</li>
</ul>



ICICI Prudential AMC (570643Z IN) is the largest AMC in India by active mutual fund QAAUM with 13.3% market share.
Company is growing at more than 30% CAGR in last 3 years and having focus on B30 Cities and emerging markets to drive growth.
Since company is cash rich with no borrowings, they are coming up with 100% OFS.


ICICI Prudential AMC IPO: Over 55% of AUM in High-Margin Equity, Powering B30 Growth

External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Nippon Life India Asset Management / Equity Bottom-Up

Nippon Life India Asset Management (NAM IN)

<ul><li>Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a total AUM of over Rs 5.6 Lc Cr as of FY25.</li><li>The company is promoted by Nippon Life Insurance Company, one of the leading private life insurers in Japan.</li><li>The company offers a comprehensive suite of investment products, such as Mutual Funds, ETF, AIF, PMS, and Offshore Funds, catering to a diverse client base.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a total AUM of over Rs 5.6 Lc Cr as of FY25.The company is promoted by Nippon Life Insurance Company, one of the leading private life insurers in Japan.The company offers a comprehensive suite of investment products, such as Mutual Funds, ETF, AIF, PMS, and Offshore Funds, catering to a diverse client base.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Pick of the Week: Nippon India Life Asset Management Ltd. - 10th May, 2025

<ul><li>Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in Mar’25.</li><li>In the past quarter, the industry witnessed muted growth in the SIP book and higher stoppages owing to market volatility.</li><li>However, the management highlighted that the company was able to outperform the industry with better-than-industry flows and lower stoppages. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in Mar’25.In the past quarter, the industry witnessed muted growth in the SIP book and higher stoppages owing to market volatility.However, the management highlighted that the company was able to outperform the industry with better-than-industry flows and lower stoppages. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd - Steady Quarter Amidst Turbulent Environment!

<ul><li>Flows remain healthy: The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.</li><li>However, the management would adopt a wait-and-watch approach to gauge the behaviour of HNI and SIP flows.</li><li>Historical data suggests that in times of market volatility, HNI flows tend to dry up, while retail SIP flows remain healthy. be credited to the retail-focused, fragmented customer, ensuring better customer retention.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Flows remain healthy: The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.However, the management would adopt a wait-and-watch approach to gauge the behaviour of HNI and SIP flows.Historical data suggests that in times of market volatility, HNI flows tend to dry up, while retail SIP flows remain healthy. be credited to the retail-focused, fragmented customer, ensuring better customer retention.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd. - Healthy Quarter; Focus on Profitable Growth Continues!

<ul><li>Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has continued to remain buoyant.</li><li>NAM has been averse to launching multiple new NFOs as the management believes that it is an asset-gathering strategy rather and the inflows generally do not tend to be sticky and sustainable.</li><li>Instead, the management will look to scale existing schemes to ensure consistent flows into existing schemes. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has continued to remain buoyant.NAM has been averse to launching multiple new NFOs as the management believes that it is an asset-gathering strategy rather and the inflows generally do not tend to be sticky and sustainable.Instead, the management will look to scale existing schemes to ensure consistent flows into existing schemes. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Nippon Life India AMC Ltd. - Market Share Gain Continues; Focus on Profitable Growth!

India

Nippon Life India Asset Management Limited is one of India's largest asset management companies, serving as the investment manager for Nippon India Mutual Fund. The company offers a diversified suite of investment solutions including mutual funds, exchange-traded funds (ETFs), portfolio management services, alternative investment funds, pension funds, and offshore advisory mandates. It was founded in 1995 and is headquartered in Mumbai, India.

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Nippon Life India Asset Management (NAM IN)

ICICI Prudential AMC IPO: Over 55% of AUM in High-Margin Equity, Powering B30 Growth

India's largest AMC, ICICI Prudential, focuses on B30 Cities and emerging markets for growth, with a 30% CAGR in the last 3 years and no...

Sudarshan Bhandari

Pick of the Week: Nippon India Life Asset Management Ltd. - 10th May, 2025

Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a...

Axis Direct

Nippon Life India AMC Ltd - Steady Quarter Amidst Turbulent Environment!

Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in...

Axis Direct

Nippon Life India AMC Ltd. - Healthy Quarter; Focus on Profitable Growth Continues!

The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.

Axis Direct

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

ICICI Prudential AMC IPO: Over 55% of AUM in High-Margin Equity, Powering B30 Growth

​India's largest AMC, ICICI Prudential, focuses on B30 Cities and emerging markets for growth, with a 30% CAGR in the last 3 years and no...

Sudarshan Bhandari

Pick of the Week: Nippon India Life Asset Management Ltd. - 10th May, 2025

Nippon Life India Asset Management Ltd (NAM) is one of the largest asset management companies in India, with over 26 years of track record and a...

Axis Direct

Nippon Life India AMC Ltd - Steady Quarter Amidst Turbulent Environment!

Focus on SIPs: NAM has seen a continued traction in its SIP flows driving market share gains. SIP market share improved ~17bps QoQ to 10.16% in...

Axis Direct

Nippon Life India AMC Ltd. - Healthy Quarter; Focus on Profitable Growth Continues!

The management has indicated that the net flows in Jan’25 haven't shown any signs of distortion and stay at par with Dec’24 trends.

Axis Direct

Nippon Life India AMC Ltd. - Market Share Gain Continues; Focus on Profitable Growth!

Growth to remain healthy; Eyeing sticky customer base: The net flows momentum in sectoral, thematic, multi-cap and multi-asset allocation funds has...

Axis Direct

India's largest AMC, ICICI Prudential, focuses on B30 Cities and emerging markets for growth, with a 30% CAGR in the last 3 years and no...